Welcome to Fernbank Wealth – dedicated to helping people make wise financial decisions so they can live the life they want.

Throughout our working relationship, we believe you will be hard pressed to find another adviser who cares more about the long-term plans of your family. We are deeply committed to achieving your plans and we want to make a meaningful difference.

We truly value long-term relationships; they nurture trust and trust allows us to do what we do best whilst you are free to live your life to the full. We will never tell you we can do something that we can’t and we will never tell you that we'll do something and not do it.

Our ultimate aim is that you enjoy life without worrying about money and that you’re free to pursue what’s most important to you. To this end, we will insist that we create a financial plan and that we follow it - beyond that we would encourage you to dream and go after your goals. 

We know how hard you have worked for your money and we will ensure your life savings are invested with the same level of importance that we invest our own. 

Good investment is primarily about making sensible decisions at the start and avoiding bad decisions on the journey. I say this because investment markets are volatile and they can make us feel uncomfortable. It’s during these times that one bad decision can destroy your wealth and no amount of investment expertise can make up for it. We’re here to help prevent this from happening.

Finally, I won’t lie to you, we’re worried about the future of the planet. However, we gain huge comfort knowing there are some simple steps we can all take to make a big difference, which is why St. James's Place have made such a huge commitment to investing our clients’ money responsibly. We want great outcomes for our clients, and we think this goes hand in hand with being a responsible steward of their capital.

It's a huge responsibility, and a great honour, to look after your family's financial future and we won't let you down.

Miles & Team 

Fernbank Wealth

The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.